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Pinnacle Wealth Planning Services’s Applied Digital APLD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
4,461
+3,038
+213% +$95.1K 0.01% 768
2025
Q4 		$34.9K Buy
+1,423
New +$41K ﹤0.01% 1427

Other funds holding APLD

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DT
DBA Trading Fort Lauderdale, Florida $199M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's APLD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Applied Digital (APLD) stake by 213% in Q1 2026, buying an estimated $95.1K and bringing the position to 4,461 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #768.

Pinnacle Wealth Planning Services first reported a position in APLD in Q4 2025 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold APLD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,461 shares of Applied Digital worth $106K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3,038 Applied Digital shares in Q1 2026, an estimated $95.1K.
  • Applied Digital made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #768 holding.
  • Pinnacle Wealth Planning Services first reported a position in Applied Digital in Q4 2025 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Applied Digital as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.